Central Coast Wealth Management, LLC - Home

Central Coast Wealth Management's mission is to be the pre-eminent financial services firm on the Central Coast of California by helping our clients integrate multi-dimensional aspects of their finances in order to lessen overall risk and be tax efficient in the process.

The professionals of Central Coast Wealth Management LLC provide independent, customized, financial solutions utilizing a boutique broker/dealer (Commonwealth Financial Network®) to focus on high-net-worth individuals and businesses. We help clients in all stages of wealth management-accumulating, preserving, and transferring (creating a legacy) utilizing asset allocation* strategies customized for each situation. In addition to coordinating financial affairs for high-net-worth families, helping companies maximize the benefit of their corporate 401(k) plan is another area of expertise.

*Asset allocation does not protect against loss of principal due to market fluctuations. It is a method used to help manage investment risk.

This communication is strictly intended for individuals residing in the states of AR, AZ, CA, GA, HI, IL, IN, LA, MN, NY, OH, SD, TX, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.